Episode Details
Back to EpisodesThe Roth Conversion MISTAKE Every Retiree Should Avoid
Episode 135
Published 9Â months, 3Â weeks ago
Description
Roth conversions might help you save on taxes in retirement, but that doesn't mean you only need Roth IRAs... In this episode, I share why it's actually tax-efficient to have money in a Traditional IRA.
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Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.